Fall 2016 issue of Horizons
New Brand for Wealth Advisory Services RubinBrown is proud to roll out of a new brand and logo for its wealth advisory services. The new brand, RubinBrown Wealth Advisors, better represents the integrated suite of services offered by the firm. While always providing tax preparation, assurance and consulting services throughout the firm’s 60+ year history, RubinBrown began providing wealth advisory services (branded as RubinBrown Wealth Management) in 2002. The firm’s wealth advisory services offered include portfolio management, tax planning and preparation, personal financial consulting, cash flow planning, retirement planning, estate planning, education funding, charitable giving and family office services. RubinBrown Partner Named Chair of NABA Steven Harris , Partner-In-Charge of RubinBrown’s Entrepreneurial Services Group, recently was named Chairman of the Board of Directors for the National Association of Black Accountants (NABA). Effective July 1, 2016, he will serve a two-year term. NABA is a nonprofit membership association dedicated to bridging the opportunity gap for people of color in the accounting, finance, consulting, information technology and other related business professions. Representing more than 200,000 people of color in these fields, NABA advances people, advances careers and advances the mission by providing education, resources and meaningful career connections to both professional and student members. RubinBrown Partner Named Woman to Watch The Colorado Society of Certified Public Accountants, in collaboration with the American Institute of Certified Public Accountants, recently honored Debbi Warden , a Partner in the Entrepreneurial Services Group at RubinBrown, with the Women to Watch Award. Warden was recognized as a Leader of Note, which is awarded to women on the path to the highest level of advancement. The Women to Watch Awards program recognizes female CPAs who have demonstrated leadership and have made significant contributions to the profession and their communities.
page 2 | horizons Fall 2016
Made with FlippingBook - professional solution for displaying marketing and sales documents online